HIC Client Relationship Specialist - Sr
Company Name:
Huntington National Bank
In addition to the above, the individual in this role:
Assists the team by setting appointments; processing/maintaining documentation, correspondence, and reporting; and preparing for meetings and presentations.
Services customers by providing detailed information on accounts and identifying, researching, analyzing and resolving complex account problems.
Maintains up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures.
Produces investment revenue via generation of client appointments (may be held individually or with a licensed team member).
May provide sales coaching to Retail Bankers.
Follows Optimal Customer Relationship (OCR) Sales Process principles to provide effective referrals to other business segments based on client needs.
Makes routine decisions in the absence of an officer.
_Basic Qualifications_
__
High School Diploma or GED equivalent required.
3-5 years in an investment sales or support role- cross-sales or referral experience required.
Series 6 and State Life & Heath required.
__
_Other Traits and Characteristics_
__
Must obtain Series 63/65 and Series 7 (optional depending on team) within 120 days of hire.
Must have strong presentation skills.
Must be willing to work in a fast-paced, goal oriented environment and accept constructive feedback.
Excellent verbal and written communication skills necessary.
Strong attention to detail, sense of urgency, and ability and desire to provide Simply the Best Service to our clients are critical in this position.
Proven organizational skills and ability to work independently and proactively.
PC and Internet proficient, to include Microsoft Word, Excel and PowerPoint.
Grade 70
EEO/AA Employer M/F/Disability/Vet
Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (_to check for use of tobacco and/or nicotine products_ _and/or nicotine replacement therapy products_ _)_ before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.
Huntington does not accept solicitation from Third Party Recruiters for any position.
Based on experience this position may be hired at the senior level.
Category: Investments
City: Washington
Zip: 48095
Country: US
State: MI
Duration: FULLTIME
Department Description: The Huntington National Bank 64961 Van Dyke Avenue
Req Number: IRC165258Estimated Salary: $20 to $28 per hour based on qualifications.
Huntington National Bank
In addition to the above, the individual in this role:
Assists the team by setting appointments; processing/maintaining documentation, correspondence, and reporting; and preparing for meetings and presentations.
Services customers by providing detailed information on accounts and identifying, researching, analyzing and resolving complex account problems.
Maintains up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures.
Produces investment revenue via generation of client appointments (may be held individually or with a licensed team member).
May provide sales coaching to Retail Bankers.
Follows Optimal Customer Relationship (OCR) Sales Process principles to provide effective referrals to other business segments based on client needs.
Makes routine decisions in the absence of an officer.
_Basic Qualifications_
__
High School Diploma or GED equivalent required.
3-5 years in an investment sales or support role- cross-sales or referral experience required.
Series 6 and State Life & Heath required.
__
_Other Traits and Characteristics_
__
Must obtain Series 63/65 and Series 7 (optional depending on team) within 120 days of hire.
Must have strong presentation skills.
Must be willing to work in a fast-paced, goal oriented environment and accept constructive feedback.
Excellent verbal and written communication skills necessary.
Strong attention to detail, sense of urgency, and ability and desire to provide Simply the Best Service to our clients are critical in this position.
Proven organizational skills and ability to work independently and proactively.
PC and Internet proficient, to include Microsoft Word, Excel and PowerPoint.
Grade 70
EEO/AA Employer M/F/Disability/Vet
Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (_to check for use of tobacco and/or nicotine products_ _and/or nicotine replacement therapy products_ _)_ before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.
Huntington does not accept solicitation from Third Party Recruiters for any position.
Based on experience this position may be hired at the senior level.
Category: Investments
City: Washington
Zip: 48095
Country: US
State: MI
Duration: FULLTIME
Department Description: The Huntington National Bank 64961 Van Dyke Avenue
Req Number: IRC165258Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
